Thursday, May 14, 2009

S. Vaidyanathan - Videos on YouTube

1)      What we now have is a pure liquidity-driven rally, nothing to do with the fundamentals

2)      What should investors do in the prevailing environment

3)      Compared to six months ago the fundamentals in India have turned more adverse now

4)      Excise Duty cuts cannot be expected to last for ever

5)      Volatility of forex movement has proved to be a major challenge for companies

6)      India, China observations

7)      Major structural shift in the risk appetite of consumers in the developed world

8)      Asset allocation assumes greater importance as you grow in age

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